Exclusivity & Experience
Our firm expands our services by offering professional money management through our strategic investment partner Gradient Investments, LLC(GI). GI is an SEC registered investment advisor offering exclusivity to its strategic investment partners across the country. GI offers 20 proprietary portfolios to our clients managed by their Chief Investment OfficerWayne Schmidt CFA, MBA.
Schmidt is a regular contributor to Forbes, The Wall Street Journal, and a featured guest on Fox Business News. He has been quoted on the global economy in numerous nationally and internationally recognized investment publications such as Bloomberg, Rueters and the Los Angeles Times. He is a Chartered Financial Analyst® and a member of The Chartered Financial Analyst Institute and the Twin Cities Society of Security Analysts.
Schmidt boasts 26 years investment experience. During his tenure at AXA Investment Managers, he served as senior portfolio manager for the U.S. Investment Grade Fixed Income Team. As the lead portfolio manager, he managed $9.5 billion of fixed income assets with a variety of mandates ranging from aggregate, corporate and government bond portfolios.
Gradient Investment serves:
- Individuals
- Employer Sponsored Pension Plans (401K)
- Foundations
- Endowments
- Corporations
Gradient Investment offers:
- Investment Advice
- Mutual Funds
- Exchange Traded Funds (ETF)
- Options
- Separately Managed Accounts
"We wish to take this opportunity to personally thank you for your help to us in getting our retirement plan in order. You were willing to answer all our questions and explain things we were not sure of. All the leg and paper work you did would have been overwhelming for us. We thank you for your friendly, professional work."
~ Jack and Ruth Mayle, Lewis Center, Ohio
